When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from a custom object?
When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from other objects like a custom object?
Hi Tyler,
Right now we can pull token values only from account and customer info object. Are there any specific object's that you're looking to add tokens from?
Thanks!
Right now we can pull token values only from account and customer info object. Are there any specific object's that you're looking to add tokens from?
Thanks!
Thanks for the quick response, Sumesh. Ideally, we'd be able to pull from any object. In this case, the data I'd be adding is from a custom object. Thanks for the feedback; we'll continue investigating alternative solutions.
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